Pacific Capital Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio BDX Stock Details BDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-22	Closed	-$4.99K	–	116
2024 Q4	$4.99K	Sell	22 -5	-19%	-$1.16K	﹤0.01%	315
2024 Q3	$6.51K	Buy	27 +5	+23%	+$1.17K	﹤0.01%	336
2024 Q2	$5.14K	Buy	22 +2	+10%	+$471	﹤0.01%	380
2024 Q1	$4.95K	Buy	20 +6	+43%	+$1.44K	﹤0.01%	316
2023 Q4	$3.41K	Buy	+14	New	+$3.45K	﹤0.01%	268

Other funds holding BDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Pacific Capital Wealth Advisors's BDX Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Becton Dickinson (BDX) in Q1 2025, closing a stake of 22 shares — an estimated $4.99K sold.

Pacific Capital Wealth Advisors first reported a position in BDX in Q4 2023 and held it in 5 quarters. The position peaked at $6.51K in Q3 2024. 1,609 funds tracked by Wall St. Rank hold BDX as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Becton Dickinson position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 22 Becton Dickinson shares in Q1 2025, an estimated $4.99K.
Pacific Capital Wealth Advisors first reported a position in Becton Dickinson in Q4 2023 and held it in 5 quarters.
Pacific Capital Wealth Advisors's Becton Dickinson position peaked at $6.51K in Q3 2024.
1,609 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.